TOP 10 Family office wealth managers in Latham, New York

Jeffrey Weygant - TIAA Wealth Management Advisor is a reputable finance institution located at 30 Century Hill Drive in Latham, New York, United States. Specializing in wealth management, Jeffrey Weygant offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized solutions and long-term financial planning, clients can trust Jeffrey Weygant to provide tailored strategies to help secure their financial future.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

John Forte, Founder - Wealth Strategies Group is a leading finance institution located at 26 Century Hill Drive in Latham, New York, United States. Our team of experienced professionals specializes in providing comprehensive wealth management solutions tailored to meet the unique needs of our clients. From investment planning to retirement strategies, we are dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and a commitment to excellence, John Forte, Founder - Wealth Strategies Group is your trusted partner in building and protecting your wealth. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual has a team of experienced professionals ready to assist you in achieving your financial goals.

The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you navigate the complex world of finance. Trust in The Belles Rollins Group at Morgan Stanley for all your financial needs.

Kelton Financial Group, located at 11 Sunset Drive in Latham, New York, is a finance institution dedicated to helping individuals turn their visions into reality. With an experienced team by your side, we can help you create a comprehensive financial plan that aligns with your goals for the future. Whether you're planning for a child's education, a comfortable retirement, or a lasting legacy, we can provide the guidance and support you need to achieve your dreams. Our mission is to manage and preserve your wealth so that you can focus on what truly matters to you, with the confidence to live your life to the fullest. Let us help you outline your vision, create a plan, and make things happen.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Frank J Coluccio Jr is a trusted finance institution located at 356 Troy-Schenectady Road in Latham, New York. With a commitment to providing personalized financial solutions, Frank J Coluccio Jr and his team offer expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about their services and how they can help you reach your financial goals.